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Data / Form D filings / Eaglestone Tax & Wealth Advisors, Inc.

Eaglestone Tax & Wealth Advisors, Inc.: Form D filing

Eaglestone Tax & Wealth Advisors, Inc., a company in Rockville, MD, filed a Form D with the SEC in 2024. The latest, on July 9, 2024, reports $4 million sold of a $4 million offering to 2 investors.

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Company details from the filing

Address
1101 WOOTTON PARKWAY, SUITE 400, Rockville, MD, 20852
Phone
(301) 924-2160
Industry
Other
Entity type
Corporation
Incorporated in
Florida
Year incorporated
2021
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(b)
SEC identifier (CIK)
2029781

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Jul 9, 2024New notice$3,990,000$3,990,0002Jul 1, 2024sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
James WarringExecutive Officer

Other companies in Maryland that filed recently

Every Form D from the week of Jul 8, 2024 · All recent filings in Maryland · All recent Other filings

Read from SEC EDGAR. Amount sold is what Eaglestone Tax & Wealth Advisors, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.